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Applied Industrial Technologies

295 hedge funds and large institutions have $3.69B invested in Applied Industrial Technologies in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 108 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $3.45B → $3.69B (+$239M)

5% more funds holding

Funds holding: 282295 (+13)

9% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 99

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 93.19%93.01% (-0.18%)

75% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $8.67M

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
5.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
108
Reduced
99
Closed
23
Calls
$2.14M
Puts
$8.67M
Net Calls
-$6.54M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$703M -$12.4M -121,205 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$500M +$14M +136,174 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$211M -$26.8M -261,190 -11%
Victory Capital Management
4
Victory Capital Management
Texas
$172M +$11.2M +109,233 +7%
State Street
5
State Street
Massachusetts
$142M +$1.04M +10,144 +0.7%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$131M +$1.52M +14,781 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$122M -$9.17M -89,340 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$106M +$8.49M +82,726 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$93.8M -$5.47M -53,241 -6%
Macquarie Group
10
Macquarie Group
Australia
$92.6M +$1.41M +13,748 +2%
BTW
11
Boston Trust Walden
Massachusetts
$76.2M +$1.46M +14,202 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$68M +$1.6M +15,540 +2%
PCM
13
Palisade Capital Management
New Jersey
$66.1M +$219K +2,135 +0.3%
FMI
14
Fiduciary Management Inc
Wisconsin
$65.2M -$63K -614 -0.1%
N
15
Nuveen
North Carolina
$52.1M -$3.36M -32,701 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$51.9M +$1.03M +9,995 +2%
Northern Trust
17
Northern Trust
Illinois
$45.8M -$188K -1,833 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$44.4M +$8.23M +80,144 +23%
Charles Schwab
19
Charles Schwab
California
$44M +$252K +2,451 +0.6%
FCM
20
Frontier Capital Management
Massachusetts
$38.5M +$3.53M +34,411 +10%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$37.8M +$5.36M +52,223 +17%
Norges Bank
22
Norges Bank
Norway
$36.5M -$2.09M -20,402 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$34.7M -$510K -4,971 -1%
Invesco
24
Invesco
Georgia
$31.2M -$4.34M -42,303 -12%
Morgan Stanley
25
Morgan Stanley
New York
$30.4M -$3.57M -34,785 -11%

AIT Hedge Fund Activity: Q3 2022 in Review

295 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2022, worth a combined $3.69B — up 6.9% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AIT positions and 23 closed out — a net gain of 15 holders — while 108 added to existing stakes and 99 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14M. The largest seller was JP Morgan Chase, cutting an estimated $26.8M.

  • 295 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2022, up from 282 in Q2 2022.
  • Funds reported $3.69B of Applied Industrial Technologies stock for Q3 2022, up 6.9% quarter-over-quarter.
  • 38 funds opened new Applied Industrial Technologies positions in Q3 2022 and 23 closed out, a net change of +15 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2022 was Vanguard Group, an estimated $14M added.
  • The largest Applied Industrial Technologies seller in Q3 2022 was JP Morgan Chase, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2022.